Glassman Wealth Services’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$988 | – | 1502 |
|
|
2023
Q4 | $988 | Hold |
13
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q3 | $886 | Buy |
13
+9
| +225% | +$613 | ﹤0.01% | 1585 |
|
|
2023
Q2 | $287 | Hold |
4
| – | – | ﹤0.01% | 1747 |
|
|
2023
Q1 | $298 | Buy |
+4
| New | +$298 | ﹤0.01% | 1715 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 1903 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1872 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$1K | – | 1776 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1270 |
|